Senior Solicitor - Private Wealth

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Senior Solicitor - Private Wealth

Reference
Ma235
Job Type
Full time
Location
Manchester
Department
Wills, Trusts and Estate Planning

The Department

Our team of specialists assists clients with a range of complex requirements.  The team typically acts for high-net-worth and ultra-high-net worth individuals, families, business owners and entrepreneurs, landowners and landlords, corporate trustees and fiduciary service providers and charities.

The team typically advises on a wide range of onshore succession planning and tax mitigation strategies, dealing with Will drafting, estate administration, trust and family investment company formation, advisory work, administration and taxation on a daily basis.  We work alongside and consult with accountants, investment managers, private banks and financial advisers to ensure that the legal guidance we provide is tailored to our client’s needs and offered on a holistic basis. We also advise internationally mobile clients in relation to their UK estate, tax exposure and possible mitigation strategies.

The team also handles contentious trusts and probate matters for executors, trustees and beneficiaries.

Our dynamic and award-winning team is made up of over 40 people, making it one of the largest Private Wealth teams outside of London. The work that the team are instructed on is typically high value and with a degree of complexity, and both rewarding and engaging.

We encourage collaborative working and promote a working environment which fosters discussion and support for solicitors who are typically entrusted with a significant degree of autonomy.

The Role 

The Private Wealth Department are recruiting for a Solicitor at Senior Associate or Salaried Partner level (c. 6 PQE+) with experience advising HNW clients on lifetime and death estate and tax planning, inheritance tax mitigation, estate administration, and the formation, taxation and administration of trust structures.

Experience in charity formation and administration, income tax and capital gains tax would be preferable.

Applicants will have experience supervising junior fee-earners and ideally have some client following and/or market contacts and an ability to generate new work leads.

At Salaried Partner level, strong business development credentials, with a substantial client following and/or holding numerous trusteeships/executorships is essential.

Society of Trust and Estate Practitioners (STEP) qualified preferable.

The role is based in our Manchester head office (Spinningfields). Hybrid working is available.

Working for JMW 

As well as a rewarding career, JMW offers its colleagues many other opportunities and benefits, including:

  • A minimum of 25 days' annual leave (increasing with length of service) plus office closure between Christmas and New Year
  • Employee Pension Scheme – SMART pension scheme
  • Travel Insurance – covering you and eligible family members
  • Death In Service - 3 x basic salary
  • Private Medical Insurance (subject to opting in) and option of contributing to add eligible family members
  • Income Protection - cover of up to 75% of salary
  • Access to an interest free travel pass/parking loan
  • A one-hour early finish, one Friday a month
  • Two days a year to do charitable work, with a huge variety of events to get involved in
  • The opportunity to participate in sports teams, hobby clubs, and social events
  • Access to our Employee Assistance Programme and trained Mental Health First Aiders
  • Annual promotions process open to all
  • Work and employee referral schemes

More information including a full list of our benefits and company culture can be found on the careers home page, and via our social media channels – X, Instagram, LinkedIn.

Apply

To apply please send your CV and Cover Letter to recruitment@jmw.co.uk, stating the job reference above.